PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.96B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$55.4M
3
+$33.3M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$30.8M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$29.7M

Top Sells

1
+$55M
2
+$36.5M
3
+$30.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.1M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$18.7M

Sector Composition

1 Technology 9.61%
2 Healthcare 4.2%
3 Consumer Discretionary 3.92%
4 Financials 3.53%
5 Industrials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$615K 0.01%
11,849
+348
427
$614K 0.01%
12,426
+229
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$613K 0.01%
4,910
+26
429
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6,091
-654
430
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8,856
-8,273
431
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22,351
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432
$602K 0.01%
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433
$599K 0.01%
21,903
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434
$597K 0.01%
27,081
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435
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15,051
-17
436
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11,595
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437
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11,963
438
$583K 0.01%
25,707
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439
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5,138
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440
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11,654
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445
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1,998
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446
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2,438
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6,318
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13,248
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449
$553K 0.01%
8,934
-871
450
$551K 0.01%
10,761
-202
16 17
18
19 20